Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Real Estate
Telecom Tower REITs0.95%+0.50 ppMulti-Family Residential REITs0.44%+0.23 ppHealth Care REITs0.42%+0.22 ppData Center REITs0.39%+0.21 ppRetail REITs0.51%+0.19 ppIndustrial REITs0.29%+0.15 ppSelf-Storage REITs0.28%+0.12 ppOffice REITs0.21%+0.10 ppReal Estate Services0.09%+0.05 ppTimber REITs0.11%+0.05 ppOther Specialized REITs0.05%+0.02 ppHotel & Resort REITs0.06%+0.01 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.51%
Industry change · 12M
+0.19 pp
Retail REITs · contribution
+0.190 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 2019 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Realty Income → O | United States | $25.2bn | 0.131% | +0.023 pp | +0.074 pp | +41.0% | Yes |
| Simon Property Group → SPG | United States | $42.7bn | 0.222% | -0.022 pp | +0.046 pp | -13.9% | No |
| Kimco Realty → KIM | United States | $9.1bn | 0.047% | +0.004 pp | +0.024 pp | +42.7% | Yes |
| Federal Realty Investment Trust → FRT | United States | $10.3bn | 0.054% | +0.001 pp | +0.022 pp | +13.2% | No |
| Regency Centers → REG | United States | $11.3bn | 0.059% | -0.001 pp | +0.022 pp | +9.9% | No |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.